Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.8B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,691
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$54M
3
+$50.9M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$44.1M
5
GE icon
GE Aerospace
GE
+$42.4M

Top Sells

1
+$57.7M
2
+$45.7M
3
+$37M
4
KSS icon
Kohl's
KSS
+$35.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.3M

Sector Composition

1 Healthcare 11.55%
2 Technology 11.36%
3 Financials 11.27%
4 Industrials 9.05%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$800K ﹤0.01%
15,540
-2,143
1552
$800K ﹤0.01%
37,236
+3,441
1553
$797K ﹤0.01%
35,696
-3,144
1554
$797K ﹤0.01%
+16,934
1555
$795K ﹤0.01%
58,812
+5,405
1556
$794K ﹤0.01%
23,277
+10,969
1557
$794K ﹤0.01%
15,956
+1,182
1558
$793K ﹤0.01%
7,437
+333
1559
$792K ﹤0.01%
21,369
+5,336
1560
$792K ﹤0.01%
22,366
-1,718
1561
$792K ﹤0.01%
18,565
+4,898
1562
$790K ﹤0.01%
39,118
-1,020
1563
$789K ﹤0.01%
16,490
+3,056
1564
$789K ﹤0.01%
6,590
+1,437
1565
$788K ﹤0.01%
40,088
+1,322
1566
$787K ﹤0.01%
15,487
-12,027
1567
$786K ﹤0.01%
15,437
-6,567
1568
$785K ﹤0.01%
18,619
+3,445
1569
$783K ﹤0.01%
93,328
-1,516
1570
$781K ﹤0.01%
116,909
+20,936
1571
$781K ﹤0.01%
78,719
+16,865
1572
$778K ﹤0.01%
76,489
-2,211
1573
$777K ﹤0.01%
26,793
+5,947
1574
$776K ﹤0.01%
22,337
+7,072
1575
$776K ﹤0.01%
28,843
-821
61 62
63
64 65